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Capital Group Private Client Services’s Salesforce CRM Stock Holding History

Capital Group Private Client Services’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.01M Sell
48,272
-24,202
-33% -$5.01M 0.15% 72
2025
Q4 		$19.2M Sell
72,474
-3,517
-5% -$874K 0.31% 50
2025
Q3 		$18M Sell
75,991
-199,466
-72% -$50.3M 0.3% 47
2025
Q2 		$75.1M Buy
275,457
+29,200
+12% +$7.81M 0.65% 36
2025
Q1 		$66.1M Buy
246,257
+2,590
+1% +$806K 0.65% 43
2024
Q4 		$81.5M Sell
243,667
-2,707
-1% -$864K 0.75% 34
2024
Q3 		$67.4M Sell
246,374
-8,769
-3% -$2.25M 0.64% 44
2024
Q2 		$65.6M Sell
255,143
-8,529
-3% -$2.28M 0.66% 40
2024
Q1 		$79.4M Buy
263,672
+56,091
+27% +$16.2M 0.81% 35
2023
Q4 		$54.6M Buy
207,581
+34,640
+20% +$7.84M 0.56% 55
2023
Q3 		$35.1M Buy
172,941
+39,752
+30% +$8.59M 0.43% 76
2023
Q2 		$28.1M Buy
+133,189
New +$27.2M 0.33% 91

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Capital Group Private Client Services's CRM Position: Q1 2026 in Review

Capital Group Private Client Services reduced its Salesforce (CRM) stake by 33% in Q1 2026, selling an estimated $5.01M and leaving 48,272 shares worth $9.01M. The position accounts for 0.15% of the portfolio, ranked #72.

Capital Group Private Client Services first reported a position in CRM in Q2 2023 and has held it in 12 quarters since. The position peaked at $81.5M in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Capital Group Private Client Services held 48,272 shares of Salesforce worth $9.01M as of Q1 2026.
  • Capital Group Private Client Services sold 24,202 Salesforce shares in Q1 2026, an estimated $5.01M.
  • Salesforce made up 0.15% of Capital Group Private Client Services's portfolio in Q1 2026, its #72 holding.
  • Capital Group Private Client Services first reported a position in Salesforce in Q2 2023 and has held it in 12 quarters since.
  • Capital Group Private Client Services's Salesforce position peaked at $81.5M in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Capital Group Private Client Services's 13F filing for Q1 2026, filed 13 May 2026.